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SeRvices

WHAT WE DO
We know how to make deals happen. Serving both sellers and buyers, we employ a multidisciplinary approach to successfully execute every aspect of your transaction while capturing maximum value.
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01 TARGETING

Whether it be a purchase or a sale, we leverage our deep network to focus on finding the right opportunities for you.

02 VALUATION

We immerse ourselves in your business to understand its drivers and fully align with you. This includes providing an initial valuation to use as a benchmark.

03 MODELING

We build detailed, easy-to-understand bottoms-up financial models using airtight assumptions.

04 DUE DILIGENCE

Multidisciplinary approach to comprehensively review businesses, set up and manage the data room and the various work streams involved in every deal.

05 NEGOTIATION

We lead negotiations from start to finish, often with multiple parties, to create the best possible outcomes. There is no substitute for decades long experience building strong partnerships between buyers and sellers.

06 TAX/LEGAL/CLOSING

Our managing director’s extensive experience in practicing law allows us to forge the strongest and most efficient relationships with your outside advisors and our network of boutique tax and legal teams to ensure you get the benefit of the bargain we struck.

07 FAMILY BUSINESS TRANSITION

Experienced guidance for family-owned businesses in transition, including divestitures.

Representative Transactions